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Waverly Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

Waverly Advisors’s Portfolio NZF Stock Details NZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Sell
16,465
-6,427
-28% -$80.6K ﹤0.01% 1608
2026
Q1 		$279K Buy
22,892
+4,677
+26% +$59K ﹤0.01% 1334
2025
Q4 		$229K Buy
+18,215
New +$229K ﹤0.01% 1336

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GC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MPW
Melone Private Wealth Auburn Hills, Michigan $263M AUM 13.16% 1-Year Est. Return

Waverly Advisors's NZF Position: Q2 2026 in Review

Waverly Advisors reduced its Nuveen Municipal Credit Income Fund (NZF) stake by 28% in Q2 2026, selling an estimated $80.6K and leaving 16,465 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Waverly Advisors first reported a position in NZF in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q1 2026. 244 funds tracked by Wall St. Rank hold NZF as of Q2 2026.

  • Waverly Advisors held 16,465 shares of Nuveen Municipal Credit Income Fund worth $209K as of Q2 2026.
  • Waverly Advisors sold 6,427 Nuveen Municipal Credit Income Fund shares in Q2 2026, an estimated $80.6K.
  • Nuveen Municipal Credit Income Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1608 holding.
  • Waverly Advisors first reported a position in Nuveen Municipal Credit Income Fund in Q4 2025 and has held it in 3 quarters since.
  • Waverly Advisors's Nuveen Municipal Credit Income Fund position peaked at $279K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held Nuveen Municipal Credit Income Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.